A detailed history of Tritonpoint Wealth, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 2,908 shares of SCHW stock, worth $184,105. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,908
Holding current value
$184,105
% of portfolio
0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$70.03 - $78.9 $203,647 - $229,441
2,908 New
2,908 $214 Million
Q4 2023

Jan 24, 2024

BUY
$49.33 - $70.98 $177,933 - $256,024
3,607 New
3,607 $248 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $115B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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